Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWSAX vs CUHAX
Shared holdings
128
SWSAX covered by CUHAX
19.32%
CUHAX covered by SWSAX
19.32%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWSAX (Feb. 28, 2025)
| Security | Weight | |
|---|---|---|
| US ULTRA BOND CBT Sep25 | 2.94% | |
| MICROSOFT CORP | 1.86% | |
| ALPHABET INC CL A | 1.67% | |
| AT&T INC | 1.33% | |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 1.31% | |
| MOODYS CORP | 1.31% | |
| AUTOZONE INC | 1.28% | |
| CENCORA INC | 1.27% | |
| NVIDIA CORP | 1.25% | |
| CVS HEALTH CORP | 1.22% | |
| NATL FUEL GAS CO | 1.16% | |
| META PLATFORMS INC CL A | 1.15% | |
| MASTERCARD INC CL A | 1.08% | |
| ALLSTATE CORPORATION | 1.07% | |
| TYSON FOODS INC CL A | 1.07% | |
| EQUITABLE HOLDINGS INC | 1.05% | |
| XIAOMI CORP-W | 1.05% | |
| CITIGROUP INC | 0.93% | |
| INTL BUS MACH CORP | 0.92% | |
| DOMINION ENERGY INC | 0.90% | |
| WALMART INC | 0.86% | |
| CHEVRON CORP | 0.86% | |
| COLGATE-PALMOLIVE CO | 0.80% | |
| KRAFT HEINZ CO/T | 0.80% | |
| TJX COS INC | 0.78% | |
| INDUSTRIA DE DISENO TEXTIL COMMON STOCK | 0.76% | |
| UNITED THERAPEUTICS CORP DEL | 0.72% | |
| ORACLE CORP | 0.71% | |
| UNITEDHEALTH GRP | 0.71% | |
| BOSTON SCIENTIFIC CORP | 0.71% | |
| JOHNSON&JOHNSON | 0.69% | |
| SHERWIN WILLIAMS CO | 0.68% | |
| LOWES COS INC | 0.67% | |
| CME GROUP INC CL A | 0.67% | |
| CRH PLC | 0.66% | |
| LINDE PLC | 0.65% | |
| MERCK & CO | 0.65% | |
| GENUINE PARTS CO | 0.65% | |
| ALLY FINANCIAL INC | 0.64% | |
| TAPESTRY INC | 0.63% | |
| FEDEX CORP | 0.60% | |
| GARMIN LTD | 0.59% | |
| GLOBAL PAYMENTS INC | 0.59% | |
| AMPHENOL CORPORATION CL A | 0.58% | |
| DOW INC | 0.56% | |
| TRANE TECHNOLOGI | 0.56% | |
| PEPSICO INC | 0.55% | |
| MSCI INC | 0.54% | |
| INTUITIVE SURGICAL INC | 0.51% | |
| VISHAY INTERTECHNOLOGY INC | 0.50% |
CUHAX (March 31, 2025)
| Security | Weight | |
|---|---|---|
| MONEY MARKET FUND | 0.65% | |
| EVERGY INC | 0.40% | |
| MARSH & MCLENNAN | 0.40% | |
| LINDE PLC | 0.38% | |
| ATMOS ENERGY CORP | 0.36% | |
| CMS ENERGY CORP | 0.36% | |
| CME GROUP INC CL A | 0.35% | |
| COCA-COLA CO/THE | 0.35% | |
| PPL CORPORATION | 0.35% | |
| WEC ENERGY GROUP INC | 0.35% | |
| AUTOMATIC DATA PROCESSING INC | 0.35% | |
| JACK HENRY | 0.34% | |
| REPUBLIC SVCS | 0.34% | |
| BERKSHIRE HATH-B | 0.34% | |
| NISOURCE INC | 0.34% | |
| DUKE ENERGY CORP NEW | 0.34% | |
| CONSOLIDATED EDISON INC | 0.34% | |
| JOHNSON&JOHNSON | 0.33% | |
| DTE ENERGY CO | 0.33% | |
| TJX COS INC | 0.33% | |
| INTERCONTINENTAL EXCHANGE INC | 0.32% | |
| CENCORA INC | 0.32% | |
| BROADRIDGE FINL | 0.32% | |
| SOUTHERN CO | 0.32% | |
| AMERICAN ELECTRIC POWER CO INC | 0.32% | |
| EXELON CORP | 0.32% | |
| CHUBB LTD | 0.31% | |
| BROWN & BROWN | 0.31% | |
| ALLIANT ENERGY CORPORATION | 0.31% | |
| AMEREN CORP | 0.31% | |
| LOEWS CORP | 0.31% | |
| S&P GLOBAL INC | 0.31% | |
| ILLINOIS TOOL WORKS INC | 0.31% | |
| BOSTON SCIENTIFIC CORP | 0.31% | |
| KIMBERLY CLARK CORP | 0.31% | |
| COLGATE-PALMOLIVE CO | 0.30% | |
| ALTRIA GROUP INC | 0.30% | |
| MASTERCARD INC CL A | 0.30% | |
| OTIS WORLDWIDE CORP | 0.30% | |
| PROCTER & GAMBLE | 0.30% | |
| NORTHROP GRUMMAN CORP | 0.30% | |
| KEURIG DR PEPPER INC | 0.30% | |
| MCDONALDS CORP | 0.30% | |
| AUTOZONE INC | 0.30% | |
| GENERAL DYNAMICS CORPORATION | 0.30% | |
| ARTHUR J GALLAGHAR AND CO | 0.30% | |
| PEPSICO INC | 0.30% | |
| O'REILLY AUTOMOTIVE INC | 0.30% | |
| VERISIGN INC | 0.30% | |
| STERIS PLC | 0.30% |
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